BOPW
Brandywine Oak Private Wealth’s Union Pacific UNP Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.61M | Buy |
6,988
+3
| +0% | +$690 | 0.15% | 74 |
|
|
2025
Q1 | $1.65M | Sell |
6,985
-5
| -0.1% | -$1.18K | 0.16% | 67 |
|
|
2024
Q4 | $1.59M | Sell |
6,990
-95
| -1% | -$21.7K | 0.16% | 73 |
|
|
2024
Q3 | $1.75M | Buy |
7,085
+78
| +1% | +$19.2K | 0.17% | 70 |
|
|
2024
Q2 | $1.59M | Buy |
7,007
+415
| +6% | +$93.9K | 0.16% | 68 |
|
|
2024
Q1 | $1.62M | Sell |
6,592
-1
| -0% | -$246 | 0.17% | 68 |
|
|
2023
Q4 | $1.62M | Sell |
6,593
-27
| -0.4% | -$6.63K | 0.18% | 66 |
|
|
2023
Q3 | $1.35M | Sell |
6,620
-28
| -0.4% | -$5.7K | 0.16% | 72 |
|
|
2023
Q2 | $1.36M | Sell |
6,648
-727
| -10% | -$149K | 0.15% | 77 |
|
|
2023
Q1 | $1.48M | Sell |
7,375
-80
| -1% | -$16.1K | 0.17% | 71 |
|
|
2022
Q4 | $1.54M | Sell |
7,455
-270
| -3% | -$55.9K | 0.19% | 69 |
|
|
2022
Q3 | $1.51M | Sell |
7,725
-17
| -0.2% | -$3.31K | 0.2% | 73 |
|
|
2022
Q2 | $1.65M | Buy |
7,742
+7
| +0.1% | +$1.49K | 0.21% | 73 |
|
|
2022
Q1 | $2.11M | Sell |
7,735
-87
| -1% | -$23.8K | 0.24% | 71 |
|
|
2021
Q4 | $1.97M | Sell |
7,822
-45
| -0.6% | -$11.3K | 0.22% | 78 |
|
|
2021
Q3 | $1.54M | Sell |
7,867
-352
| -4% | -$69K | 0.18% | 87 |
|
|
2021
Q2 | $1.81M | Buy |
8,219
+4,242
| +107% | +$933K | 0.21% | 74 |
|
|
2021
Q1 | $876K | Buy |
3,977
+19
| +0.5% | +$4.19K | 0.13% | 106 |
|
|
2020
Q4 | $824K | Buy |
3,958
+68
| +2% | +$14.2K | 0.13% | 101 |
|
|
2020
Q3 | $765K | Buy |
3,890
+34
| +0.9% | +$6.69K | 0.13% | 100 |
|
|
2020
Q2 | $652K | Buy |
3,856
+861
| +29% | +$146K | 0.12% | 109 |
|
|
2020
Q1 | $486K | Sell |
2,995
-578
| -16% | -$93.8K | 0.1% | 110 |
|
|
2019
Q4 | $646K | Sell |
3,573
-27
| -0.8% | -$4.88K | 0.12% | 91 |
|
|
2019
Q3 | $583K | Buy |
3,600
+6
| +0.2% | +$972 | 0.11% | 95 |
|
|
2019
Q2 | $607K | Sell |
3,594
-1,054
| -23% | -$178K | 0.12% | 92 |
|
|
2019
Q1 | $777K | Buy |
4,648
+1,105
| +31% | +$185K | 0.16% | 78 |
|
|
2018
Q4 | $489K | Buy |
+3,543
| New | +$489K | 0.11% | 98 |
|